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Deductions for Personal Superannuation Contributions - What could go wrong?

Recorded 10 December 2025. We examine the compliance rules and income tax considerations when looking to claim a deduction on personal contributions

With this amount on the rise, it’s important to make sure that any claim for a deduction is implemented correctly

Recorded 10 December 2025

Personal superannuation contribution deductions are on the rise and so are the risks of getting them wrong.

With more individuals taking advantage of carry-forward concessional contribution caps, the opportunity is huge, but so is the potential for compliance missteps. A simple error could result in a denied deduction, unintended use of non-concessional contribution caps, and unexpected personal tax liabilities.

In this session, superannuation expert Matthew Richardson will guide you through the critical rules and common mistakes around claiming deductions for personal superannuation contributions before they cost your clients dearly.

You will learn:

When a deduction can legitimately be claimed
Contribution rules and timing traps to watch for
How to lodge a valid Notice of Intent, and what changes if you need to amend it
The income tax consequences of incorrect or late notices
The ATO's current focus areas and how to stay off their radar

This webinar is a must for accountants and advisers working with clients who make personal superannuation contributions.

Total 1.25 CPD Hours

On completion, participants will be able to:

Identify contributions which can and can’t be claimed as a deduction.
Understand how age and work status impact on claiming a deduction.
Explain the requirements when submitting a notice of intent.
Determine the result of claiming a deduction at a fund and personal level.

Matthew Richardson

SMSF Manager, Accurium

Matthew is the SMSF Manager at Accurium and has extensive knowledge in superannuation and self-managed superannuation funds. He is a qualified CPA and SMSF specialist adviser. He has worked at Accurium for over 10 years, providing actuarial certificates and technical assistance to Accurium’s large client base of accountants and SMSF practitioners.

Matthew plays a key role in Accurium Education, where he contributes extensively by writing technical articles, presenting webinars, and providing training for both clients and staff.